Berkshire Hathaway Inc
BRK.B- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001067983
In the last 90 days, Berkshire Hathaway Inc insiders filed 1 open-market purchase and 1 sale; 4,929 institutions reported holding it in 13F filings for Q2 2026, worth $460.4B in total; 13 superinvestors hold it, including Gates Foundation Trust and H&H International Investment.
Other share classesBRK.A
13F holders, Q3 2024
Institutional positions in Berkshire Hathaway Inc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,106
- +120 vs. Q2 2024
- Shares held
- 872.0M
- +121.0M (+16.1%) vs. Q2 2024
- Total value
- $396.3B
- +$91.0B (+29.8%) vs. Q2 2024
- New holders
- 204
- 1,637 more added
- Sold out
- 84
- 1,615 more reduced
47 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BRK.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,929 | $460.4B |
| Q1 2026 | 4,888 | $436.4B |
| Q4 2025 | 4,899 | $452.2B |
| Q3 2025 | 4,585 | $439.7B |
| Q2 2025 | 4,586 | $425.8B |
| Q1 2025 | 4,559 | $467.6B |
| Q4 2024 | 4,517 | $395.0B |
| Q3 2024 | 4,106 | $396.3B |
| Q2 2024 | 4,033 | $349.6B |
| Q1 2024 | 3,997 | $356.9B |
| Q4 2023 | 3,913 | $303.8B |
| Q3 2023 | 3,641 | $296.6B |
| Q2 2023 | 3,597 | $287.0B |
| Q1 2023 | 3,541 | $257.1B |
| Q4 2022 | 3,557 | $259.6B |
| Q3 2022 | 3,329 | $223.1B |
| Q2 2022 | 3,366 | $228.8B |
| Q1 2022 | 3,438 | $300.8B |
| Q4 2021 | 3,402 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ledgewood Wealth Advisors, LLC | 1,350 | $621.4K | 0.42% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,353 | $622.7K | 0.36% | +30+2.3% | Added |
| CapitalatWork S.A. | – | $623.0K | 0.02% | – | – |
| Millennium Capital Advisors, LLC | 1,356 | $624.1K | 0.41% | +5+0.4% | Added |
| American State Bank (Iowa) | 1,356 | $624.1K | 0.38% | +55+4.2% | Added |
| Cedar Wealth Management, LLC | 1,358 | $625.0K | 0.19% | −76−5.3% | Reduced |
| Wealthgate Family Office, LLC | 1,360 | $626.0K | 1.74% | −284−17.3% | Reduced |
| Mainsail Asset Management, LLC | 1,364 | $627.8K | 0.47% | 00.0% | Unchanged |
| Cowa, LLC | 1,365 | $628.2K | 0.30% | +60+4.6% | Added |
| Charles Schwab Trust Co | 1,368 | $629.6K | 0.05% | −709−34.1% | Reduced |
| Briaud Financial Planning, Inc | 1,369 | $630.0K | 0.33% | 00.0% | Unchanged |
| Cercano Management LLC | 1,369 | $630.1K | 0.02% | +1,369 | New |
| AAFCPAs Wealth Management, LLC | 1,370 | $630.6K | 0.32% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 1,375 | $632.9K | 0.14% | +2+0.1% | Added |
| M3 Advisory Group, LLC | 1,375 | $632.9K | 0.46% | +36+2.7% | Added |
| Orion Investment Co | 1,378 | $634.2K | 0.25% | +328+31.2% | Added |
| Ade, LLC | 1,380 | $635.2K | 0.39% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,380 | $635.2K | 0.13% | +404+41.4% | Added |
| Arcadia Wealth Management, LLC | 1,381 | $635.6K | 0.33% | −6−0.4% | Reduced |
| Demars Financial Group, LLC | 1,390 | $639.8K | 0.29% | +7+0.5% | Added |
| FC Advisory LLC | 1,392 | $640.7K | 0.22% | +14+1.0% | Added |
| Indie Asset Partners, LLC | 1,393 | $641.1K | 0.48% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,394 | $641.6K | 0.15% | +208+17.5% | Added |
| Sanders Morris Harris LLC | 1,395 | $642.1K | 0.11% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,395 | $642.1K | 0.40% | +84+6.4% | Added |
| Integrity Wealth Solutions LLC | 1,400 | $644.2K | 0.38% | −22−1.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,401 | $644.8K | 0.14% | −518−27.0% | Reduced |
| Martin Capital Advisors, LLP | 1,404 | $646.2K | 0.46% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,407 | $647.4K | 0.31% | −203−12.6% | Reduced |
| Abner Herrman & Brock LLC | 1,408 | $648.0K | 0.08% | −50−3.4% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,408 | $648.0K | 0.38% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 1,408 | $648.0K | 0.25% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,412 | $649.9K | 0.40% | −100−6.6% | Reduced |
| Mendel Capital Management LLC | 1,412 | $649.9K | 0.40% | −1−0.1% | Reduced |
| Luminvest Wealth Management LLC | 1,416 | $651.7K | 0.27% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,419 | $653.1K | 0.26% | +21+1.5% | Added |
| Financial Advisors, LLC | 1,422 | $654.5K | 0.12% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,422 | $654.5K | 0.24% | +578+68.5% | Added |
| Atlas Wealth Partners, LLC | 1,425 | $656.0K | 1.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,630 | $656.1K | 0.17% | +560+52.3% | Added |
| Cora Capital Advisors LLC | 1,426 | $656.3K | 0.32% | −2−0.1% | Reduced |
| M. Kulyk & Associates, LLC | 1,426 | $656.3K | 0.13% | 00.0% | Unchanged |
| Schiavi & Co LLC | 1,428 | $657.3K | 0.24% | −37−2.5% | Reduced |
| Fortis Group Advisors, LLC | 1,430 | $658.2K | 0.12% | −5−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 1,431 | $658.6K | 0.22% | −22−1.5% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,431 | $658.6K | 0.33% | +24+1.7% | Added |
| Private Capital Advisors, Inc. | 1,431 | $659.0K | 0.07% | 00.0% | Unchanged |
| Anson Capital, Inc. | 1,440 | $662.8K | 0.59% | −60−4.0% | Reduced |
| Latitude Advisors, LLC | 1,442 | $663.5K | 0.38% | +26+1.8% | Added |
| Saxony Capital Management, LLC | 1,442 | $663.7K | 0.61% | −109−7.0% | Reduced |
| PCA Investment Advisory Services Inc. | 1,444 | $664.4K | 0.31% | −45−3.0% | Reduced |
| Highview Capital Management LLC | 1,446 | $665.5K | 0.27% | +35+2.5% | Added |
| Balentine LLC | 1,448 | $666.5K | 0.03% | +62+4.5% | Added |
| Manchester Financial Inc | 1,448 | $666.5K | 0.14% | +97+7.2% | Added |
| Skylands Capital, LLC | 1,450 | $667.4K | 0.09% | −500−25.6% | Reduced |
| Level Financial Advisors, Inc. | 1,451 | $667.8K | 0.25% | −40−2.7% | Reduced |
| Archetype Wealth Partners | 1,454 | $669.0K | 0.10% | −284−16.3% | Reduced |
| Weinberger Asset Management, Inc | 1,455 | $669.7K | 0.29% | +707+94.5% | Added |
| Kestra Investment Management, LLC | 1,457 | $670.6K | 0.03% | +1,457 | New |
| Arista Wealth Management, LLC | 1,458 | $670.8K | 0.16% | +420+40.5% | Added |
| Logan Capital Management Inc | 1,458 | $671.1K | 0.03% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,460 | $672.0K | 0.48% | +117+8.7% | Added |
| BNC Wealth Management, LLC | 1,461 | $672.4K | 0.25% | −503−25.6% | Reduced |
| Miramar Capital, LLC | 1,461 | $672.4K | 0.16% | −55−3.6% | Reduced |
| Absolute Capital Management, LLC | 1,464 | $673.8K | 0.40% | +12+0.8% | Added |
| Sentinel Trust Co Lba | 1,465 | $674.0K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,465 | $674.3K | 0.16% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,469 | $676.1K | 0.16% | −191−11.5% | Reduced |
| Blackhawk Capital Partners LLC. | 1,473 | $678.0K | 0.36% | −33−2.2% | Reduced |
| Coerente Capital Management | 1,475 | $678.9K | 0.13% | −37−2.4% | Reduced |
| Yoder Wealth Management, Inc. | 1,477 | $679.8K | 0.41% | +75+5.3% | Added |
| Carr Financial Group Corp | 1,484 | $683.0K | 0.20% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,484 | $683.1K | 0.53% | −222−13.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,485 | $683.5K | 0.40% | −150−9.2% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,516 | $683.8K | 0.36% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 1,487 | $684.4K | 0.36% | +336+29.2% | Added |
| Wooster Corthell Wealth Management, Inc. | 1,490 | $685.8K | 0.15% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,491 | $686.0K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,493 | $687.2K | 0.40% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,495 | $688.1K | 0.30% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,498 | $689.5K | 0.12% | +37+2.5% | Added |
| Truefg, LLC | 1,499 | $689.9K | 0.23% | 00.0% | Unchanged |
| Torno Capital, LLC | 1,500 | $690.4K | 0.89% | −500−25.0% | Reduced |
| HughesLittle Investment Management Ltd. | 1,500 | $690.4K | 0.14% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,502 | $691.3K | 0.35% | −78−4.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,502 | $691.3K | 0.50% | −33−2.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,506 | $693.2K | 0.10% | +115+8.3% | Added |
| American Institute for Advanced Investment Management, LLP | 1,508 | $694.1K | 0.50% | −1−0.1% | Reduced |
| Rock Point Advisors, LLC | 1,511 | $695.5K | 0.19% | −475−23.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,511 | $695.5K | 0.15% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,511 | $695.5K | 0.26% | +36+2.4% | Added |
| Doliver Advisors, LP | 1,513 | $696.4K | 0.19% | −106−6.5% | Reduced |
| Horizons Wealth Management | 1,515 | $697.3K | 0.54% | −5−0.3% | Reduced |
| Operose Advisors LLC | 1,520 | $699.6K | 0.23% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,525 | $701.9K | 0.46% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,528 | $703.3K | 0.41% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,529 | $703.7K | 0.30% | +38+2.5% | Added |
| RIA Advisory Group LLC | 1,530 | $704.2K | 0.25% | +1,530 | New |
| Somerset Trust Co | 1,533 | $705.6K | 0.26% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,535 | $706.5K | 0.20% | +42+2.8% | Added |